Self Managed Superannuation Funds

Ph: (02) 9238-2040 Email: taxguy@iprimus.com.au
Self Managed Superfunds
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Sydney Accountants & Tax Agents 
Self Managed
Superannuation Funds

"Who Else Wants To Tax Control Of Their Retirement Funds, Pay Only 15% Tax On Contributions & Earnings & At The Age Of 60 Sell Your Investment Property That You Bought In Your Fund Tax Free?"
 
You Have Just Found Your Self Managed Superannuation Fund Solution.
 

After the family home, superannuation is the second largest asset of many Australians.

More and more people are realising that they can take control of this very important investment through the use of Self Managed Superannuation Funds (SMSF).

Unlike any other super fund, Self Managed Superannuation Funds lets you determine and manage your own superannuation investments.

You can choose to invest your money anywhere, anytime - in direct shares, managed funds, commercial property, residential property, bonds, futures, works of art and so on.
 
But there are many more benefits of having your own Self Managed Superannuation Fund, these include:

 
  • Self Managed Superannuation Funds provide significant tax advantages that are simply unavailable in all other super fund.
 
 
  • Self Managed Super Funds can be very cost effective, saving you thousands of dollars in ongoing fees year in, year out.
 
 
  • Maximum tax payable on contributions & earnings in Self Managed Super Funds are 15% (providing the fund complies with regulations).
 
 
  • Self Managed Superannuation Funds can borrow money to buy residential property and once you turn 60 years of age you can convert your Self Managed Super Fund into an allocated pension and then when you sell the property it will be capital gains are tax-free.
 
 
  • You can combine your Superannuation with up to 3 other family members to increase your investment potential and reduce costs.

 

 
  • Imputation credits on dividends received can reduce the overall tax to be paid, excess credits are refundable.
 
 
  • Self Managed Super Funds can invest up to 100% in business real property (family business premises owned by members)supported by impartial and in-depth advice.

 

 
  • Earnings in the pension phase (eg. allocated pension) are not taxable.
        

     

  • On retirement, assets can be rolled over into the pension phase & any capital gains on these assets will have 0% tax. 
      

      

  • Assets held in Self Managed Super Funds are protected from creditors and potential lawsuits.

 

 
  • You can buy life insurance and income protection for all members, through any insurance company. And it's 100% tax deductible.
           
           And MORE...

 
 
How We Can Help You...
 
 
At Sydney Accountants & Tax Agents - Self Managed Superannuation Funds We Can Help You:
 
  • Establish your very own Self Managed Superannuation Funds

 

  • Create Trust Deeds and Amendments to Trust Deeds

 

  • Complete annual administration of SMSFs
 
  • Establish a corporate trustee
 
  • Complete Financial Statements, Income tax returns & regulatory returns

 

  • Undertake Annual audits of your SMSF

 

  • Complete Member contribution statements
 
  • Help you implement various strategies for converting SMSF from acculmilation to pension phase
 
 
At Sydney Accountants & Tax Agent we want to help you achieve your financial goals and help you to create enough wealth so that you can retire comfortably.

We believe that for the right client a SMSF can assist you in achieving your goals.
 
Call Sydney Accountants & Tax Agent

 Right Now On (02) 9238-2040 or 0404803276

And Find Out More About The Benefits Of Establishing Your Own Self Manged Superfund &

How You Can Sell An Investment Property

In Your SMSF Tax FREE